Sandringham Wealth
48 Reviews
- Tuesday8:30 AM–5 PM
- Wednesday8:30 AM–5 PM
- Thursday8:30 AM–5 PM
- Friday8:30 AM–2 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5 PM
About the Business
Sandringham Wealth – Sandringham Wealth | You don't need to do your financial planning for your future alone. Sandringham Wealth helps our clients make practical decisions with their money.
Contacts
Website
Call Us
+61422691769
Suite 5/3 Hopetoun St, Charlestown NSW 2290
Hours
- Tuesday8:30 AM–5 PM
- Wednesday8:30 AM–5 PM
- Thursday8:30 AM–5 PM
- Friday8:30 AM–2 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5 PM
Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Toilets
Recommended Reviews
Steve Chin
07.10.2023
Sandringham Wealth
Jonathon is a knowledgeable and caring financial advisor. I have done very well with some of his investment advice and he has assisted me with protecting my family’s wealth along the way also. I definitely recommend at least having a chat to Jono if you are considering growing or protecting your wealth.
Harry E.
05.10.2023
Sandringham Wealth
Jono has been my financial advisor since early 2017 and has guided me through the minefields of Life/TPD insurance and the stock market.He has always taken time to understand mine and my families needs and isn't afraid to ask the hard questions or give the advice that's needed.My experiences with Jono have been overwhelmingly positive resulting in increased financial security for my family and ease of mind for myself. I can't recommend his services highly enough.
Mokye Coastal Living
03.10.2023
Sandringham Wealth
Jonathon has taken care of our financial matters for many years. I cannot recommend him enough. He is a great communicator and listener and am always confident he has my best interests first and foremost. With a recent brush with cancer I was thrilled that Jonathon had all my insurances in place so my family weren't under pressure whilst I sought treatment.Jonathon is also now looking after my parents interests.5 Stars Jonathon
Jason G
28.08.2023
Sandringham Wealth
Jono from Sandringham is extremely trustworthy and diligent. He has always had our best interests in mind, when suggesting financial strategies..I highly recommend Sandringham
Neil Shellshear
20.08.2023
Sandringham Wealth
Johnathon is a highly professional financial planner who offers excellent insight and execution around creating wealth for my families financial future. His high levels of customer focus ensured I was aware of all aspects of the financial plan when dealing with him and made me feel comfortable throughout the process.
nina
31.07.2023
Sandringham Wealth
As someone with limited (ie essentially nonexistent) knowledge of the world of finances, I was grateful for Jono's approach which, from the first meeting, showed dedication and professionalism delivered with a friendly and understanding attitude that put me at ease.It was evident that his advice was well thought out and tailored to my needs and circumstances, and was delivered in a way that even i could easily understand in order to make important financial decisions.I would highly recommend Jono's services (and am thankful I followed a similar recommendation to see him).
Luke Barker
25.07.2023
Sandringham Wealth
Jono is one of those rare individuals who really listens and also really cares about your goals and objectives and works with you to put a plan in place to achieve it. From the very first meeting, Jono's warm and genuine manner lets you know that this is someone who knows his stuff and is able to simply disseminate complex issues into the core idea... and then what to do with it. He'll ask the hard questions and challenge you, but you'll leave his office with some great outcomes and a clear roadmap for your future ahead. Can't recommend highly enough!
Alison Jordan
24.07.2023
Sandringham Wealth
Jonathon is that rare combination of both personable and extremely knowledgeable; he takes the time to find out about you and your goals, and can talk you through financial advice while being very easy to chat to. His advice has been invaluable and I wouldn't hesitate to recommend his services.
Leeanne Visinko
19.07.2023
Sandringham Wealth
We have known Jono for a number of years, he assisted my husband with advice when he retired 6 years ago, and then again recently with my retirement.His advice was clear and easy to follow, and we were made to feel welcome to ask questions as often as we needed with this life changing move.As a bonus we also saved on tax.Thank you Jono
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Suite 5/3 Hopetoun St, Charlestown NSW 2290
Sandringham Wealth